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Inflation: A Story From Argentina on How Bad It Can Get

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Inflation: A Story From Argentina on How Bad It Can Get
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Gary Brode
Updated:
Commentary
Last week, we gave a fair hearing to the arguments made by people who believe that the current high inflation rate is transitory and that we’ll be back to some version of “normal” by the end of the year. This week, we’re going to explore what happens when conditions become worse than anyone expects.
Gary Brode
Gary Brode
Author
Gary Brode has spent three decades in the hedge fund business. Most recently, he was Managing Partner and Senior Portfolio manager for Silver Arrow Investment Management, a concentrated long-only hedge fund with options-based hedging. In 2020, he launched Deep Knowledge Investing, a research firm that works with portfolio managers, RIAs, family offices, and individuals to help them earn higher returns in the equity portion of their portfolios. Mr. Brode’s work has been featured in the Wall Street Journal and Barron’s, and in appearances on CNBC, Bloomberg West, and RealVision.
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